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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,110 | $52,279-8.0% | $89,414-46.2% | $79,852-39.8% |
| Participation rate | 32.3% | 57.5%-25.3pp | 68.0%-35.7pp | 69.6%-37.4pp |
| Annual return | 14.29% | 22.16%-7.9pp | 245.50%-231.2pp | 31.72%-17.4pp |
| Employer contribution / active EE | $499 | $1,572-68.3% | $2,586-80.7% | $2,471-79.8% |
| Participant deferral / active EE | $876 | $2,740-68.0% | $3,890-77.5% | $3,740-76.6% |
| Admin fee / account holder | $518 | $3,356-84.6% | $4,883-89.4% | $5,306-90.2% |